China - EIAS

The EU’s Semiconductor Dilemma: What Does it Take to Regain Strategic Autonomy?

To counter a looming change in balance of global power, the US and the EU have adopted respective de-risking measures, whereby supply chains are diversified and onshored to decrease strategic dependencies against China’s geoeconomic leverage. As China’s semiconductor ecosystem grows more strategic, and US measures more pressing, the EU must wager its position between a democratic ally to Washington and a willing trade partner to Beijing. More importantly, to preserve its technological advantage in the semiconductor industry, the EU needs to regain its strategic autonomy.

From Landlocked to Landlinked: Transport Connectivity Development in Lao PDR

In December 2021, after five years of construction work, the Lao People’s Democratic Republic (PDR) inaugurated its first major high–speed railway line. A feat of technology in a landlocked, mountainous country, the Laos-China railway links the capital Vientiane to the Chinese border in less than three hours. A year and a half later, in April 2022, the section was extended by almost 1,000 km to connect the Laotian capital with Kunming, the capital of Yunnan province in southern China. Designed to open up the country economically to its partners in Southeast Asia, this railway line is shaping the future of Laos as a country at the confluence of many regional and international influences.

Reassessing Dependencies: The EU’s Path to De-Risking in Light of China’s Industrial Ambitions

China’s industrial policies are reshaping global trade dynamics, prompting the European Union (EU) to reassess its approach towards risk mitigation. As China strengthens its domestic supply market, particularly in high-tech and renewable energy sectors, EU policymakers are progressively facing pressure to decrease their reliance on China in sectors like critical minerals, magnesium and lithium. Amidst rising geopolitical tension and increasingly proactive action towards addressing the climate crisis, industrial policies have moved to the forefront and have gained traction worldwide, exerting significant influence on the international market. As a consequence, European Commission President Ursula von der Leyen presented the concept of ‘de-risking’, which has emerged as a major term among policymakers. The approach underscores the imperative for enhanced understanding, communication and common agreement between China and the EU to foster fair competition globally.

Weighing the Pertinence of Dialogue and Diplomacy in Northeast Asia: The China-Japan-South Korea 2024 Trilateral Summit

More than four years after their last trilateral summit and against a backdrop of heightened geopolitical tensions and regional security threats, the long-awaited 9th summit between the Republic of Korea (ROK or South Korea), the People’s Republic of China (PRC) and Japan finally took place in Seoul on 26-27 May 2024.

The EU’s Strategic Role in the Global Semiconductor Supply Chain and its Implications for Clean Energy

As our global economy becomes increasingly digital, AI-driven, and reliant on 5G networks, the demand for semiconductors will only continue to surge. These components are not only fundamental to technological advancement but crucial for geopolitical stability.

The EU’s Anti-Subsidy Policy Towards Chinese Electric Vehicles: Navigating the Risks of Escalating Trade Tensions

On 13 September 2023, during her annual State of the Union address, European Commission President Ursula Von der Leyen announced the opening of an anti-subsidy investigation into imports of battery electric vehicles (BEVs) from China.

Strategic Manoeuvres: Exercise Balikatan and the Indo-Pacific Strategies of France and Germany

The Indo-Pacific region is a key region in terms of maritime geopolitics, security, trade and environmental issues. With China’s rise, increasing tensions over territorial claims and the region’s strategic importance, several European countries, including Germany and France, have implemented comprehensive policies.

Maldives Beyond the Myopic Lens: Why Major Powers Seek Leverage

Following the recent elections that tilted the Maldives towards a more outspoken pro-China stance, the geopolitical dynamics have been set into motion, presenting a compelling opportunity for the European Union. The changing circumstances opens the Maldives’ burgeoning role in global affairs, paving the way for enhanced collaboration in diplomacy, climate action, and reaffirming its critical importance in the theatre of South Asian politics.

The Power of the Siberia 2 pipeline: China, Russia, and Mongolia at the nexus of energy geopolitics

The Russian invasion of Ukraine has radically shifted global energy geopolitics, forcing Europe to abandon cheap oil and gas coming from that direction and leaving Russia without one of its most important sources of revenue. Seeking new markets as a result, the Russian state has pivoted to selling its oil and gas to China, fulfilling a longstanding request from the energy-hungry Middle Kingdom, and promising both opportunity and risk to Mongolia.